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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $28,732 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,096 | $48,327+98.8% | $67,575+42.2% | $80,935+18.7% |
| Participation rate | 97.9% | 66.4%+31.5pp | 72.9%+25.0pp | 67.7%+30.2pp |
| Annual return | 12.85% | 18.31%-5.5pp | 3528.98%-3516.1pp | 35.66%-22.8pp |
| Employer contribution / active EE | $2,833 | $2,022+40.1% | $2,736+3.6% | $2,757+2.8% |
| Participant deferral / active EE | $6,218 | $2,927+112.4% | $4,003+55.3% | $4,299+44.6% |
| Admin fee / account holder | $146 | $3,692-96.0% | $3,993-96.3% | $6,924-97.9% |